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Mary Jeanne Thompson

Buttonwood Financial Advisors, Inc.

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About Mary Jeanne Thompson

Mary Jeanne Thompson is a financial advisor at Buttonwood Financial Advisors, Inc.. Mary Jeanne has been in the industry for over 12 years and is a Certified Financial Planner. Mary Jeanne is registered in 11 states including California, District of Columbia, Florida, Georgia, Illinois, Maryland, New Hampshire, New York, Pennsylvania, Texas and Virginia. Mary Jeanne works with high-net-worth individuals, charitable organizations, and corporations or other businesses. Mary Jeanne's firm provides financial planning, portfolio management for individuals, and educational seminars. Mary Jeanne is also co-founder and board chair of a non-profit organization that provides resources and services to adults 50+ to transition into and throughout the second-half of their lives with meaning and purpose.

Firm Information

Mary Thompson is currently registered with Buttonwood Financial Advisors, Inc.. Buttonwood Financial Advisors, Inc. is a Baltimore, MD-based registered investment advisor. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages over $393 million in assets for over 1,000 clients.
Buttonwood Financial Advisors, Inc.

1 N HAVEN STREET, SUITE 204

BALTIMORE, MD 21224

$393.16M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Thompson’s Registration & Firm History

MD

04/30/2024 - Present

Buttonwood Financial Advisors, Inc. (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Jeanne Thompson.
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